$Redwire(RDW.US)

Redwire caught my attention because it sits at the intersection of space infrastructure, defense, and drones.

After Q1 results, I liked the strong revenue growth, improved gross margin, and reaffirmed 2026 revenue guidance, especially with the Edge Autonomy acquisition adding more defense exposure. I entered at $10.90 and am watching whether momentum can hold above $12. That said, I’m keeping the risk side in mind too, losses are still wide, and I’m watching potential capital-raising risk if the company uses its at-the-market offering facility heavily.

For now, I’m treating this as a high-risk growth trade and keeping my position size controlled.